About the smallcase

A simple, low-cost strategy is to allocate 60% of the portfolio to equities and 40% to bonds.


The equity part of the portfolio is divided equally into large-caps and mid-caps. This is to provide a solid base with large caps to the portfolio but also provide an avenue for outperformance with mid-caps over the long run.


The bond allocation helps with managing market volatility and providing stability to the portfolio.

Read more about Static Allocation

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live performance and return

Understand smallcase costs and returns

Understand smallcase costs and returns